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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,065 | $196,972-81.7% | $182,262-80.2% | $198,609-81.8% |
| Participation rate | 66.7% | 85.7%-19.0pp | 84.2%-17.5pp | 82.4%-15.7pp |
| Annual return | 14.30% | 158.27%-144.0pp | 140.60%-126.3pp | 202.70%-188.4pp |
| Employer contribution / active EE | $22,694 | $5,364+323.1% | $5,046+349.8% | $5,055+348.9% |
| Participant deferral / active EE | $36,536 | $8,643+322.7% | $8,276+341.4% | $6,977+423.7% |
| Admin fee / account holder | $16,683 | $18,429-9.5% | $16,712-0.2% | $19,030-12.3% |